HomeMy WebLinkAbout05 - CC-6 - Approval of Retainer Agreement for Legal - 10/1/20191
CITY COUNCIL AGENDA REPORT
MEETING DATE: OCTOBER 1, 2019 ITEM NUMBER: CC-6
SUBJECT: APPROVAL OF RETAINER AGREEMENT FOR LEGAL SERVICES WITH HAYNES
AND BOONE, LLC
DATE: SEPTEMBER 25, 2019
FROM: CITY ATTORNEY’S OFFICE
PRESENTATION
BY:
KIMBERLY HALL BARLOW, CITY ATTORNEY
FOR FURTHER INFORMATION
CONTACT:
LANCE NAKAMOTO, HUMAN RESOURCES/RISK
MANAGER, (714) 754-5221
RECOMMENDATION:
Staff recommends that the City Council:
1. Approve the proposed Retainer Agreement with Haynes and Boone, LLP
(Attachment 1) for legal services in connection with appeal proceedings in SoCal
Recovery v. City of Costa Mesa, United States District Court Case No. 8:18-CV-
01304-JVS-JDE;
2. Approve the proposed Retainer Agreement with Haynes and Boone, LLP
(Attachment 2) for legal services in connection with anticipated appeal proceedings
in Yellowstone Women’s First Step, Inc. et al. v. City of Costa Mesa, United States
District Court Case No. 8:14-CV-01852-JVS-JDE;
3. Authorize the City Manager and City Clerk to execute the Retainer Agreements
and future authorized amendments to the Agreements and the City Attorney to
take necessary steps to associate Haynes and Boone as co-counsel in the legal
matters; and
4. Authorize the City Manager to appropriate additional funding amounts, as
necessary, to pay legal costs above the amount budgeted for litigation costs in
Non-Departmental in the Adopted FY 2019-20 Budget from unassigned fund
balance in the General Fund for attorneys’ services, if needed, to defend the City
in these cases through completion.
2
BACKGROUND:
In March 2018, the City retained the services of Jennifer Keller of Keller/Anderle LLP to
defend the City of Costa Mesa in the Yellowstone Women’s First Step House, Inc., et al. v.
City of Costa Mesa lawsuit that challenges the City’s sober living home ordinances. The
jury entered a unanimous verdict in favor of the City in December 2018. A Motion for
Judgment and New Trial as to Damages filed by Plaintiffs is currently pending. It is
anticipated that the Plaintiffs will appeal Judgment in favor of the City.
Several additional federal cases are pending against the City relating to sober living home
ordinances for the R1 and multi-family zones, including SoCal Recovery, LLC v. City of
Costa Mesa which are currently being handled by the law firm of Everett Dorey and the City
Attorney’s office. There are also several civil nuisance abatement cases pending or
potentially to be filed regarding enforcement of the City’s ordinances. The Plaintiff, SoCal
Recovery, has filed an appeal of the district court’s order denying a motion for preliminary
injunction seeking to enjoin the City’s ordinances. Staff believes having both appeals
handled by appellate specialists will be most efficient and enhance the City’s chances of
prevailing.
ANALYSIS:
The City Council previously directed the City Attorney to prepare an agreement to have
the law firm of Haynes and Boone, LLC retained to associate in as co-counsel on the
pending SoCal Recovery lawsuit and the Yellowstone lawsuit, if an appeal is filed as
anticipated. Haynes and Boone, LLC and M.C. Sungaila, Partner, have extensive
appellate experience in a variety of matters.
ALTERNATIVES CONSIDERED:
1. The City Council could determine not to retain Haynes and Boone.
2. The City Council could choose to solicit proposals from other law firms to handle the
appeals.
FISCAL REVIEW:
Haynes and Boone market rates are $725 per hour for partners and $450 per hour for
associates. They have agreed to reduce their rates to $650 and $405, respectively,
provided their billings are paid within thirty-five (35) days of receipt. The proposed
Retainer Agreements reflect these reduced rates. If approved by City Council, a litigation
budget will be prepared to provide the City with a better assessment of the fiscal impact of
litigating these matters on appeal. The City Attorney and City staff will provide an update
reflecting the proposed budget to the City Council and subsequently track actual billings and
expenditures.
The FY 2019-20 Adopted Budget includes $1.5 million to account for legal costs to defend
the City in litigation matters that are not assigned or associated with a specific department.
Based on the existing attorney fees and litigation already underway, there could be a need
to appropriate additional funds beyond the $1.5 million budget for such expenses. Subject
to City Council approval, staff is requesting authorization for the City Manager to appropriate
additional amounts, as necessary, to pay legal costs above the existing $1.5 million
3
appropriation from unassigned fund balance in the General Fund allowing the attorneys to
see these cases through to completion.
CITY COUNCIL GOALS AND OBJECTIVES:
Goal 1f: Keep our community safe: Continue to address the secondary impacts of sober
living homes through code enforcement and pursuing legislative reforms.
LEGAL REVIEW:
The City Attorney’s Office prepared this report and reviewed the proposed Retainer
Agreements, approving them as to form.
CONCLUSION:
Staff recommends that the City Council approve the proposed Retainer Agreements with
Haynes and Boone LLP for legal services in connection with appeals in SoCal Recovery v.
Costa Mesa and Yellowstone v. City of Costa Mesa.
BRENDA GREEN KIMBERLY HALL BARLOW
City Clerk City Attorney
KELLY A. TELFORD, CPA
Finance Director
ATTACHMENTS: 1
2
Retainer Agreement for SoCal Recovery v. Costa Mesa
Retainer Agreement for Yellowstone v. Costa Mesa
haynesboone
ATTACHMENT 1
September 23, 2019
MARY-CHRISTINE"M.C." SUNGAILA
(949) 202-3062 (Direct Dial)
(949) 202-3162 (Direct Fax)
mc.sungaila@haynesboone.com
VIA E-MAIL
Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
77 Fair Drive
Costa Mesa, CA 92626
katrina.foley@costamesaca.gov
loriann.farrellharrison@costamesaca.gov
Re: Letter of Engagement for Haynes and Boone, LLP to Represent
City of Costa Mesa
Dear Mayor Foley and City Manager Harrison:
On behalf of the firm of Haynes and Boone, LLP (the "Firm"), we appreciate your
decision to engage us to provide legal representation to you. We look forward to this
engagement, and we are confident that you will be pleased with the quality of our work and our
responsiveness to your needs.
The purpose of this engagement letter is to confirm the terms on which the Firm
will undertake to represent you in connection with the matter described below.
1. Client Relationship
The Firm is retained by the City of Costa Mesa in connection with an appeal in
SoCal Recovery, LLC, et al. v. City of Costa Mesa, Case No. 19-56077, in the U.S. Court of
Appeals for the Ninth Circuit. Our representation pursuant to this letter does not include the
representation of any other entity besides the City of Costa Mesa or any individual, including but
not limited to any of the City of Costa Mesa employees or agents, which representations will
require a separate engagement letter. As a result, our representation of the City of Costa Mesa in
this matter does not give rise to an attorney-client relationship between the Firm's attorneys and
any of the City of Costa Mesa's employees or agents. You agree that during the course of our
representation we will not be given any confidential information regarding any of the City of
Costa Mesa's employees or agents. Accordingly, in most instances, our representation of the
City of Costa Mesa in this matter will not give rise to any conflict of interest if other clients of
the firm are or become adverse to any of the City of Costa Mesa's affiliates.
Haynes and Boone, LLP
Attorneys and Counselors
600 Anton Boulevard, Suite 700 Costa Mesa, California 92626
T (949) 202-3000 t l
F (949) 202-3001 '1
www.haynesboone.com
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 2 of 6
s 4838-1794-8837 v.l
2. Scope of Representation
You have asked us to consult in connection with an anticipated appeal in SoCa/
Recovery, LLC, et al. v. City of Costa Mesa, Case No. 19-56077, in the U.S. Court of Appeals for
the Ninth Circuit, (the "Subject Matter").
You acknowledge that we are not your general counsel and that our acceptance of
this engagement does not involve our representation of you or your business or other interests
with respect to any matter other than the Subject Matter.
We will provide legal services in connection with one or more specific matters.
After completion of a matter, changes may occur in the applicable laws or regulations that
could affect your future rights and liabilities. Unless you engage us after completion of the
matter to provide additional advice on issues arising from the Subject Matter, you agree that
the Firm has no continuing obligation to advise you with respect to future legal developments.
Our engagement does not include providing to you any advice or other legal
services relating to federal or state securities laws, including appearing or practicing before the
U.S. Securities and Exchange Commission (the "SEC") or any disclosure obligations under
such laws, and we understand that you will not, without our prior written consent, include
documents or information that we provide to you in any filings with federal or state securities
regulators, including the SEC.
Our engagement does not include providing to you any advice or other legal
services relating to federal or state tax laws.
3. Staffing
Mary-Christine Sungaila will be the primary contact at the Firm for your
representation; we will use other Firm lawyers and legal assistants to work on your
engagement as we believe appropriate under the circumstances. We may delegate work to
lawyers or support personnel with special experience in a given area or whom we otherwise
believe will enable us to provide services on an efficient, timely and cost-effective basis.
Regardless of who is working on a particular component of the engagement, we will always be
available to discuss any aspect of our representation with you.
4. Fee Arrangements
Experience has shown that our relationship will be better if we begin with a
clear understanding about our fees and the timing of their payment. You have agreed to pay us
for the professional services that we render pursuant to the terms of this engagement letter and to
reimburse us for the costs and expenses that we incur or pay on your behalf and charge to your
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 3 of 6
4838-1794-8837 v. I
account. Payment of our fees and costs is not contingent on the ultimate outcome of this
engagement.
It is our normal practice to charge our clients for services rendered on the basis of
the total hours worked and our hourly rates, and you have agreed to pay us on that basis. The
fees and charges that ultimately may be required are a function of many conditions over which
we have little or no control, including the conduct of other parties and their counsel. One reason
that we submit monthly invoices shortly after the services are rendered, is to give you a ready
means of monitoring and controlling the fees and charges that you are incurring. If you are
concerned that the fees and charges are mounting too rapidly, please contact us immediately. We
will also review each month's invoice to independently evaluate the work done, assess
anticipated additional work, and advise whether an upward revision of the budget would be
appropriate.
Our attorneys include partners, associates, and special attorneys consisting of
foreign attorneys, of counsel and other senior and staff level attorneys. The hourly rates for our
attorneys currently range from $195 to $975. My standard hourly rate will be $725. The hourly
rate of Marco Pulido, the attorney who will assist me in this matter is $450. In an effort to
provide more effective service and reduce legal fees, where appropriate we utilize specialized
professional consultants, paralegals, and case clerk staff. The hourly rates for these individuals
currently range from $55 to $540. Please note that all of these rates may be adjusted
periodically, typically on October 151 of each year.
We agree to provide you with a discount over our standard rates, provided that
our invoices are paid within 35 days of issuance. Under this provision, my current hourly rate
will be $650 and that of Marco Pulido will be $405. If any invoice is not paid within 35 days of
issuance, we reserve the right to re-issue that invoice at our standard rates, currently $725 per
hour for me, and $450 for Mr. Pulido.
Each month or other agreed billing cycle, we will send you an invoice statement
requesting that payment be made, which amount you agree to pay within 35 days after the date of
the invoice. Each invoice will reflect fees charged on the basis of our hourly rates (including any
agreed adjustments to those rates) for the Subject Matter.
We are not insisting upon a retainer to continue the engagement. However, you
agree that if the City of Costa Mesa fails to pay promptly pay the Firm's invoices, then the Firm
shall have the right to insist upon the deposit of a retainer. In the event of a failure to pay any
additional advance requested, we will have the right to cease performing further work and
withdraw from the representation.
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 4 of 6
4838-1794-8837 v.1
We will hold any retainer deposited as security for your payment obligations to us
and will place it in a client trust account maintained by the Firm, to be applied to your final
invoice. It is our practice to place the funds in a pooled account maintained in accordance with
applicable State Bar rules. Interest earned on the pooled account is payable to a charitable
foundation established in accordance with those State Bar rules. Unless you instruct us
otherwise, we will follow those practices for funds held on your behalf.
You understand that we have the right to apply any retainer provided to full or
partial payment of any invoice that is not paid within 35 days after its date, and you agree that
amounts so applied will not be refundable. You agree that whenever we so apply the retainer,
we will not be obligated to perform additional services for you in connection with the Subject
Matter until you restore the retainer to its original level. When our representation of you
pursuant to this letter ends, we will promptly return to you the amount of any retainer then on
hand, less any amounts necessary to pay in full any obligations that you owe to us.
5. Costs and Expenses
Our invoices also will include charges for services and expenses customarily
invoiced by law firms, in addition to fees for legal services performed in connection with the
Subject Matter. These may include travel expenses, including mileage, parking, airfare, lodging,
meals and ground transportation. Further, our invoices may include charges for items and
services such as computerized legal research, long distance telephone, faxes, copying, document
or image productions and other non-overhead expenses incurred for your benefit. Except for
specialized word processing services, we normally do not make a separate charge for secretaries'
work unless there is a situation that requires overtime work.
The fees and services of third parties incurred in connection with our
representation of you, such as printers, experts, messenger and delivery services, process servers,
court reporters, witness fees, and filing services, also will be charged to you. For any substantial
expenses, you agree that you will pay the fees and expenses directly and authorize us to make
arrangements to have such third parties bill you directly. Our Firm will pay more minor
expenses and bill you for those out-of-pocket expenditures made on your behalf.
7. Responses to Auditor Inquiries
We are frequently asked to provide information to auditing firms regarding legal
matters in which we are representing our clients. It is our practice to respond to those inquiries
with the same level of care and professionalism that we use to handle your legal work. The
legal fees associated with this work may be billed to you separately or be included with one of
the matters on which we are working.
1
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 5 of 6
4838-1794-8837 v. l
8. Discharge and Withdrawal
You will have the right at any time to terminate the Firm's representation of you
by delivering written notice of termination to us. The Firm will have the right to withdraw from
its representation of you at any time with your consent, or for good cause without your consent.
For example, if you do not honor the terms of this letter (including your or a third-party payor's
failure to pay), or if you fail or refuse to cooperate with us or to follow our advice on a material
matter, or if we become aware of any fact or circumstance that would, in our view, render our
continuing representation of you ineffective, unlawful or unethical, then we will have good cause
to withdraw.
If you discharge us or we elect to withdraw, then you will take all steps necessary
to free us of any obligation to perform, including by executing any documents necessary to
complete the termination of the representation, and we will take all steps that, in our view, are
reasonably practicable to protect your interests. If a discharge or withdrawal occurs, then you
will pay us for all costs and expenses paid or incurred by us on your behalf, and you will pay us a
reasonable fee for the professional services that we have rendered to you to the date of
termination, or in connection with an orderly transition, and for which we previously have not
been paid.
Unless previously terminated, our representation of you with respect to any
matters for which we have been engaged will terminate when we send you our final statement
for services rendered. In the course of our representation of you, we likely will come into
possession of copies or originals of documents or other materials belonging to you or others
(collectively, "materials"). When the particular matter to which those materials relate has been
concluded, we will make arrangements either to return the documents to you, retain them in
our storage facilities, or to dispose of the materials. Absent any other arrangements made with
you, on the expiration of five years after a matter file has been closed, all materials in the file
may be destroyed. We may retain our own files, including lawyer work product, pertaining to
the representation.
9. Entire Agreement
This letter constitutes the entire agreement between you and the Firm regarding
your engagement of the Firm to represent you with respect to the Subject Matter, and is subject
to no oral agreements or understandings . No obligation or undertaking that is not set forth
expressly in this letter shall be implied on the part of either you or the Firm. The foregoing
notwithstanding, absent explicit agreement entered into between you and the Firm with respect to
matters other than the Subject Matter, the terms and conditions of this letter will apply to all
subsequent engagements of the Firm by you, and those terms and conditions shall govern any
such engagement until a subsequent engagement or letter is agreed upon.
B
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 6 of 6
4838-1794-8837 v. l
10. Conclusion
We are pleased to have this opportunity to represent you. If you have any
questions about any aspect of our engagement or our invoices at any time, please feel free to
raise those questions. It is very important that we proceed on a clear and satisfactory basis in
our work for you. We are open to discussing all of these matters, including the amount of our
invoices, and we encourage you to be frank about them.
If this letter correctly reflects your understanding of the scope, terms, and
conditions of our representation of you with respect to the Subject Matter, please indicate your
acceptance by executing the enclosed copy of this letter in the space provided below and return it
to the attention of the undersigned at our office address set forth on the first page of this letter.
By executing this letter, you will be acknowledging that you have read this letter and
understand its terms.
Sincerely,
HAYNES AND BOONE, LLP
THE FOREGOING IS APPROVED AND
AGREED TO:
THE CITY OF COSTA MESA
By ,
By:
Lori Ann Farrell Harrison, City Manager
Date: September , 2019
Mary-ChristineSuntla
b
haynesboone
ATTACHMENT 2
September 23, 2019
MARY-CHRISTINE"M.C." SUNGAILA
(949) 202-3062 (Direct Dial)
(949) 202-3162 (Direct Fax)
mc.sungaila@haynesboone.com
VIA E-MAIL
Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
77 Fair Drive
Costa Mesa, CA 92626
katrina.foley@costamesaca.gov
loriann.farrellharrison@costamesaca.gov
Re: Letter of Engagement for Haynes and Boone, LLP to Represent
City of Costa Mesa
Dear Mayor Foley and City Manager Harrison:
On behalf of the firm of Haynes and Boone, LLP (the "Firm"}, we appreciate your
decision to engage us to provide legal representation to you. We look forward to this
engagement, and we are confident that you will be pleased with the quality of our work and our
responsiveness to your needs.
The purpose of this engagement letter is to confirm the terms on which the Firm
will undertake to represent you in connection with the matter described below.
1. Client Relationship
The Firm is retained by the City of Costa Mesa in connection with an anticipated
appeal in Yellowstone Women's First Step House, Inc., et al. v. City of Costa Mesa, Case No.
SACV14-0182, in the U.S. District Court, Central District of California. Our representation
pursuant to this letter does not include the representation of any other entity besides the City of
Costa Mesa or any individual, including but not limited to any of the City of Costa Mesa
employees or agents, which representations will require a separate engagement letter. As a
result, our representation of the City of Costa Mesa in this matter does not give rise to an
attorney-client relationship between the Firm's attorneys and any of the City of Costa Mesa's
employees or agents. You agree that during the course of our representation we will not be given
any confidential information regarding any of the City of Costa Mesa's employees or agents.
Accordingly, in most instances, our representation of the City of Costa Mesa in this matter will
not give rise to any conflict of interest if other clients of the firm are or become adverse to any of
the City of Costa Mesa's affiliates.
4833-8840-5412
Haynes and Boone, LLP
Attorneys and Counselors
600 Anton Boulevard, Suite 700
Costa Mesa, California 926261
T (949) 202-3000
F (949) 202-3001
www.haynesboone.com
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 2 of 6
2. Scope of Representation
You have asked us to consult in connection with an anticipated appeal in
Yellowstone Women's First Step House, Inc., et al. v. City of Costa Mesa, Case No. SACV14-
0182, in the U.S. District Court, Central District of California Court, (the "Subject Matter").
You acknowledge that we are not your general counsel and that our acceptance of
this engagement does not involve our representation of you or your business or other interests
with respect to any matter other than the Subject Matter.
We will provide legal services in connection with one or more specific matters.
After completion of a matter, changes may occur in the applicable laws or regulations that
could affect your future rights and liabilities. Unless you engage us after completion of the
matter to provide additional advice on issues arising from the Subject Matter, you agree that
the Firm has no continuing obligation to advise you with respect to future legal developments.
Our engagement does not include providing to you any advice or other legal
services relating to federal or state securities laws, including appearing or practicing before the
U.S. Securities and Exchange Commission (the "SEC") or any disclosure obligations under
such laws, and we understand that you will not, without our prior written consent, include
documents or information that we provide to you in any filings with federal or state securities
regulators, including the SEC.
Our engagement does not include providing to you any advice or other legal
services relating to federal or state tax laws .
3. Staffing
Mary-Christine Sungaila will be the pnmary contact at the Firm for your
representation; we will use other Firm lawyers and legal assistants to work on your
engagement as we believe appropriate under the circumstances. We may delegate work to
lawyers or support personnel with special experience in a given area or whom we otherwise
believe will enable us to provide services on an efficient, timely and cost-effective basis.
Regardless of who is working on a particular component of the engagement, we will always be
available to discuss any aspect of our representation with you.
4. Fee Arrangements
Experience has shown that our relationship will be better if we begin with a
clear understanding about our fees and the timing of their payment. You have agreed to pay us
for the professional services that we render pursuant to the terms of this engagement letter and to
reimburse us for the costs and expenses that we incur or pay on your behalf and charge to your
4833-8840-5412 \\
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 3 of 6
4833-8840-5412
account. Payment of our fees and costs is not contingent on the ultimate outcome of this
engagement.
It is our normal practice to charge our clients for services rendered on the basis of
the total hours worked and our hourly rates, and you have agreed to pay us on that basis. The
fees and charges that ultimately may be required are a function of many conditions over which
we have little or no control, including the conduct of other parties and their counsel. One reason
that we submit monthly invoices shortly after the services are rendered, is to give you a ready
means of monitoring and controlling the fees and charges that you are incurring. If you are
concerned that the fees and charges are mounting too rapidly, please contact us immediately. We
will also review each month's invoice to independently evaluate the work done, assess
anticipated additional work, and advise whether an upward revision of the budget would be
appropriate.
Our attorneys include partners, associates, and special attorneys consisting of
foreign attorneys, of counsel and other senior and staff level attorneys. The hourly rates for our
attorneys currently range from $195 to $975. My standard hourly rate will be $725. The hourly
rate of Marco Pulido, the attorney who will assist me in this matter is $450. In an effort to
provide more effective service and reduce legal fees, where appropriate we utilize specialized
professional consultants, paralegals, and case clerk staff. The hourly rates for these individuals
currently range from $55 to $540. Please note that all of these rates may be adjusted
periodically, typically on October 151of each year.
We agree to provide you with a discount over our standard rates, provided that
our invoices are paid within 35 days of issuance. Under this provision, my current hourly rate
will be $650 and that of Marco Pulido will be $405. If any invoice is not paid within 35 days of
issuance, we reserve the right to re-issue that invoice at our standard rates, currently $725 per
hour for me, and $450 for Mr. Pulido.
Each month or other agreed billing cycle, we will send you an invoice statement
requesting that payment be made, which amount you agree to pay within 35 days after the date of
the invoice. Each invoice will reflect fees charged on the basis of our hourly rates (including any
agreed adjustments to those rates) for the Subject Matter.
We are not insisting upon a retainer to continue the engagement. However, you
agree that if the City of Costa Mesa fails to pay promptly pay the Firm's invoices, then the Firm
shall have the right to insist upon the deposit of a retainer. In the event of a failure to pay any
additional advance requested, we will have the right to cease performing further work and
withdraw from the representation.
11
4833-8840-5412
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 4 of6
We will hold any retainer deposited as security for your payment obligations to us
and will place it in a client trust account maintained by the Firm, to be applied to your final
invoice. It is our practice to place the funds in a pooled account maintained in accordance with
applicable State Bar rules. Interest earned on the pooled account is payable to a charitable
foundation established in accordance with those State Bar rules. Unless you instruct us
otherwise, we will follow those practices for funds held on your behalf.
You understand that we have the right to apply any retainer provided to full or
partial payment of any invoice that is not paid within 35 days after its date, and you agree that
amounts so applied will not be refundable. You agree that whenever we so apply the retainer,
we will not be obligated to perform additional services for you in connection with the Subject
Matter until you restore the retainer to its original level. When our representation of you
pursuant to this letter ends, we will promptly return to you the amount of any retainer then on
hand, less any amounts necessary to pay in full any obligations that you owe to us.
5. Costs and Expenses
Our invoices also will include charges for services and expenses customarily
invoiced by law firms, in addition to fees for legal services performed in connection with the
Subject Matter. These may include travel expenses, including mileage, parking, airfare, lodging,
meals and ground transportation. Further, our invoices may include charges for items and
services such as computerized legal research, long distance telephone, faxes, copying, document
or image productions and other non-overhead expenses incurred for your benefit. Except for
specialized word processing services, we normally do not make a separate charge for secretaries'
work unless there is a situation that requires overtime work.
The fees and services of third parties incurred in connection with our
representation of you, such as printers, experts, messenger and delivery services, process servers,
court reporters, witness fees, and filing services, also will be charged to you. For any substantial
expenses, you agree that you will pay the fees and expenses directly and authorize us to make
arrangements to have such third parties bill you directly. Our Firm will pay more minor
expenses and bill you for those out-of-pocket expenditures made on your behalf.
7. Responses to Auditor Inquiries
We are frequently asked to provide information to auditing firms regarding legal
matters in which we are representing our clients. It is our practice to respond to those inquiries
with the same level of care and professionalism that we use to handle your legal work. The
legal fees associated with this work may be billed to you separately or be included with one of
the matters on which we are working.
\3
4833-8840-5412
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 5 of 6
8. Discharge and Withdrawal
You will have the right at any time to terminate the Firm's representation of you
by delivering written notice of termination to us. The Firm will have the right to withdraw from
its representation of you at any time with your consent, or for good cause without your consent.
For example, if you do not honor the terms of this letter (including your or a third-party payor's
failure to pay), or if you fail or refuse to cooperate with us or to follow our advice on a material
matter, or if we become aware of any fact or circumstance that would, in our view, render our
continuing representation of you ineffective, unlawful or unethical, then we will have good cause
to withdraw.
If you discharge us or we elect to withdraw, then you will take all steps necessary
to free us of any obligation to perform, including by executing any documents necessary to
complete the termination of the representation, and we will take all steps that, in our view, are
reasonably practicable to protect your interests. If a discharge or withdrawal occurs, then you
will pay us for all costs and expenses paid or incurred by us on your behalf, and you will pay us a
reasonable fee for the professional services that we have rendered to you to the date of
termination, or in connection with an orderly transition, and for which we previously have not
been paid.
Unless previously terminated, our representation of you with respect to any
matters for which we have been engaged will terminate when we send you our final statement
for services rendered. In the course of our representation of you, we likely will come into
possession of copies or originals of documents or other materials belonging to you or others
(collectively, "materials"). When the particular matter to which those materials relate has been
concluded, we will make arrangements either to return the documents to you, retain them in
our storage facilities, or to dispose of the materials. Absent any other arrangements made with
you, on the expiration of five years after a matter file has been closed, all materials in the file
may be destroyed. We may retain our own files, including lawyer work product, pertaining to
the representation.
9. Entire Agreement
This letter constitutes the entire agreement between you and the Firm regarding
your engagement of the Firm to represent you with respect to the Subject Matter, and is subject
to no oral agreements or understandings. No obligation or undertaking that is not set forth
expressly in this letter shall be implied on the part of either you or the Firm. The foregoing
notwithstanding, absent explicit agreement entered into between you and the Firm with respect to
matters other than the Subject Matter, the terms and conditions of this letter will apply to all
subsequent engagements of the Firm by you, and those terms and conditions shall govern any
such engagement until a subsequent engagement or letter is agreed upon.
IL\
4833-8840-5412
haynesboone Katrina Foley, Mayor
Lori Ann Farrell Harrison, City Manager
City of Costa Mesa
September 23, 2019
Page 6 of 6
Mary-ChristineSuntla
10. Conclusion
We are pleased to have this opportunity to represent you. If you have any
questions about any aspect of our engagement or our invoices at any time, please feel free to
raise those questions. It is very important that we proceed on a clear and satisfactory basis in
our work for you. We are open to discussing all of these matters, including the amount of our
invoices, and we encourage you to be frank about them.
If this letter correctly reflects your understanding of the scope, terms, and
conditions of our representation of you with respect to the Subject Matter, please indicate your
acceptance by executing the enclosed copy of this letter in the space provided below and return it
to the attention of the undersigned at our office address set forth on the first page of this letter.
By executing this letter, you will be acknowledging that you have read this letter and
understand its terms.
Sincerely,
HAYNES AND BOONE, LLP
THE FOREGOING IS APPROVED AND
AGREED TO:
By .
THE CITY OF COSTA MESA
By:
Lori Ann Farrell Harrison, City Manager
Date: ------------------------ 20-19
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